American Homes 4 Rent (AMH)vsInvitation Homes Inc (INVH)
AMH
American Homes 4 Rent
$33.27
+1.06%
REAL ESTATE · Cap: $13.18B
INVH
Invitation Homes Inc
$30.04
+1.90%
REAL ESTATE · Cap: $17.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Invitation Homes Inc generates 49% more annual revenue ($2.78B vs $1.86B). AMH leads profitability with a 25.3% profit margin vs 21.0%. INVH appears more attractively valued with a PEG of 12.92. AMH earns a higher WallStSmart Score of 60/100 (C+).
AMH
Buy60
out of 100
Grade: C+
INVH
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+84.6%
Fair Value
$205.85
Current Price
$33.27
$172.58 discount
Margin of Safety
+0.7%
Fair Value
$27.40
Current Price
$30.04
$2.64 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 25 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 25.1%
Keeps 21 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 24.3%
Areas to Watch
Moderate valuation
2.8% revenue growth
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 6.4% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 3.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMH
The strongest argument for AMH centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 25.3% and operating margin at 25.1%.
Bull Case : INVH
The strongest argument for INVH centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 21.0% and operating margin at 24.3%.
Bear Case : AMH
The primary concerns for AMH are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : INVH
The primary concerns for INVH are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
AMH profiles as a value stock while INVH is a mature play — different risk/reward profiles.
INVH carries more volatility with a beta of 0.85 — expect wider price swings.
INVH is growing revenue faster at 9.2% — sustainability is the question.
INVH generates stronger free cash flow (236M), providing more financial flexibility.
Bottom Line
AMH scores higher overall (60/100 vs 56/100), backed by strong 25.3% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
American Homes 4 Rent
REAL ESTATE · REIT - RESIDENTIAL · USA
American Homes 4 Rent (NYSE: AMH) is a leader in the single-family rental industry and American Homes 4 Rent is fast becoming a nationally recognized rental housing brand, known for its high quality, good value and satisfaction. of tenants.
Invitation Homes Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Invitation Homes is the nation's leading single-family home leasing company, meeting changing lifestyle demands by providing access to high-quality, renovated homes with valuable features like proximity to jobs and access to good schools.
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